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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
276
VVP
Vulcan Value Partners
Alabama
$745M +$150M 3 6.3% Increased
277
Balyasny Asset Management
Balyasny Asset Management
Illinois
$737M +$233M 45 5.07% Increased
278
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$732M +$54.7M 43 4.89% Increased
279
Boston Trust Walden
Boston Trust Walden
Massachusetts
$707M +$9.95M 22 8.89% Increased
280
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$705M -$10.6M 35 9.19% Reduced
281
Comerica Bank
Comerica Bank
Texas
$703M +$11.5M 82 5.56% Increased
282
Guggenheim Capital
Guggenheim Capital
Illinois
$700M -$6.9M 62 5.59% Reduced
283
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$697M -$132M 40 6.75% Reduced
284
SCGE Management
SCGE Management
California
$692M -$447K 7 34.94% Reduced
285
MVIP
Mar Vista Investment Partners
California
$690M +$28.1M 6 17.41% Increased
286
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$687M -$104M 38 4.71% Reduced
287
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$683M +$134M 15 8.9% Increased
288
Elliott Management
Elliott Management
New York
$676M $0 2 5.63% Maintained
289
CBT
Capital Bank & Trust
California
$674M -$134M 33 9.35% Reduced
290
LT
Lindsell Train
United Kingdom
$672M -$3.82M 1 11.36% Reduced
291
LPL Financial
LPL Financial
California
$664M +$12.1M 77 1.35% Increased
292
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$659M -$105M 4 4.59% Reduced
293
ACM
American Capital Management
New York
$653M +$7.8M 15 28.91% Increased
294
MetLife Investment Management
MetLife Investment Management
New Jersey
$650M -$21.8M 76 7.15% Reduced
295
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$645M +$88.6M 13 11.47% Increased
296
Candriam SCA
Candriam SCA
Luxembourg
$641M +$32M 30 8.49% Increased
297
Vontobel Asset Management
Vontobel Asset Management
New York
$638M +$38.8M 2 4.29% Increased
298
SRS Investment Management
SRS Investment Management
New York
$637M -$74.6M 6 17.19% Reduced
299
Dragoneer Investment Group
Dragoneer Investment Group
California
$636M +$444M 5 26.93% Increased
300
Flossbach Von Storch
Flossbach Von Storch
Germany
$636M +$271M 8 5.07% Increased